Co-Analyst Research

Research Notes & Thematic Analysis

Co-Analyst driven research on thematic trends, public companies and competitive landscapes.

AppLovin Q2 2026 Earnings Preview: APP Revenue, Guidance, Key

AppLovin (APP) Q2 2026 earnings preview highlights $1.94B revenue estimate, strong YoY growth, and Axon platform launch.

Arista Networks (ANET) Q2 2026 earnings preview highlights 28% YoY revenue growth and rising AI demand. See key guidance and margin outlook.

Booking Holdings (BKNG) Q2 2026 earnings preview: guidance, consensus, and key growth drivers including U.S. and alternative accommodations.

ConocoPhillips Q2 2026 earnings preview: consensus sees $19.4B revenue and $2.82 EPS, with strong YoY growth and updated production guidance.

CVS Health Q2 2026 earnings preview: raised EPS guidance, $100B revenue consensus, and margin recovery in Health Care Benefits.

Eli Lilly (LLY) Q2 2026 earnings preview: consensus expects $20.5B revenue and $7.74 EPS. Key focus on Foundayo launch and Mounjaro performance.

Howmet Aerospace (HWM) Q2 2026 earnings preview: revenue and EPS expected to surge, with focus on organic growth and margin expansion.

McDonald's Q2 2026 earnings preview: analysts expect $7.16B revenue and $3.35 EPS. Key focus on comp sales and margin improvement.

Merck (MRK) Q2 2026 earnings preview highlights $16.4B revenue estimate, new product launches, and updated guidance.